Accounting & Financials

Keep track of your Accounting, Financials, Inventory, and More

Accounting

• QuickBooks Customer Name Options
• Turning on the accounting lock date
• Run accounting exports
• Export QuickBooks Chart of Accounts
• QuickBooks Desktop Export and Import
• Export Chart of Accounts for QuickBooks Online
• QuickBooks Online Export and Import
• Troubleshoot QuickBooks Online
• Sage 50 Report Export/Import

Financials

• Setup check preferences
• Set up Financials
• Getting started with Financials: Accounts
• Getting Started with Financials: Check Writing
• Reporting & Accounting for Check Writing

Reporting

• Run & schedule System Reports
• Run & Download Reports
• Run & customize User Reports
• List of system report descriptions
• Create multiple survey reports
• Create a user report using the Send Survey checkbox
• Create address labels with Mail Merge
• Graystone Survey Report - Best Practices

Inventory

• Getting started with Inventory
• Add Inventory
• Add Inventory to the Goods & Services Page and View Reports
• Edit Inventory
• Transfer & Remove Inventory

Batch

• Create a batch form
• Create and export a batch deposit
• Using batch payments

Organization

• Adding & editing Event types
• Edit Case Tags
• Edit Case Statuses
• Edit client service types
• Edit Contract Dates
• Edit Education & Race Options
• Add & Edit Custom Fields
• Create external links
• Filter & Report Using Case Tags
• Create an obituary template

Calendar

• Connect your calendar
• Stay organized with Passare's calendar

Price Lists

• Configure Price List Discounts
• Add or Edit a Price List Item
• Add a Price List Quick-Add
• Update Price List Effective Dates
• Create a Package
• Schedule a Future Pricing or Cost Change on the Price List

Rolodex

• Promote Custom Rolodex Entries
• Manage Contacts in Passare
• Add Contacts within a case